Note: Only Account Owners & Admins are authorized to export data.
Exporting data is very straight forward in Recruit CRM. The method of exporting data for Candidates/Contacts/Companies/Job records is the same for all! See below the lists that can be exported into a CSV
From the list pages of any record type, for a specific list/search result/hotlist
Go to list view on the desired record
Select a desired list that you want to export
Click on "Export to CSV" button
Choose fields that you want to have in the exported sheet
Hit "Export to CSV" button to download the file
The GIF below explains how you can export selected candidates/contacts to CSV/Excel.
Steps to be followed while exporting data from Reports:
Go to Reports section
Choose a report you want to export
Select parameters to generate the report
Once the report is ready, click on "Export Report to CSV" button
The GIF below explains how you can export a report to CSV/Excel.
PS: The account owner can also export
If you have any questions, please feel free to contact us via the messenger icon from your bottom right. The blue one :)